+50.9%
MNST vs MGY
+25.3%
+25.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.1% | -0.7% |
| 7D | -3.6% | +1.5% | -5.1% | -3.5% |
| 30D | -6.3% | +6.8% | -13.1% | -6.3% |
| 3M | -5.0% | +2.6% | -7.6% | -4.8% |
| 6M | +13.1% | -3.1% | +16.3% | +13.1% |
| YTD | +11.8% | +29.4% | -17.7% | +9.8% |
| 1Y | +35.2% | +22.3% | +12.9% | +33.2% |
| All | +50.9% | +25.3% | +25.6% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded MGY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling